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Eric Maldonado, CFP®
A Fee-Only Financial Advisor
The benefits of working with a Fee-Only Certified Financial Planner™ professional:
Gain peace-of-mind with your money decisions.
Remove the guilt that comes with financial procrastination.
Confidence from having a written plan.
Avoid the next big mistake.
Simplify the money conversation.
Juggling work, time with family, rest, and finances is constant. For most people, finances are in default mode. No design, no plan.
I help clients maximize their finances now, invest for a 30-year retirement, and build multi-generational wealth.
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Comprehensive Financial Planning
What’s important to you when it comes to money
Invest based on your Goals.
Implement a Profit-First System.
Incorporate tax strategies into the plan.
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Low-cost, tax-efficient, diversified investing.
Biblically-principled investments available.
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‘Quick-start Financial Planning’
Get help on pressing matters.
A One-page Financial Action Plan
Virtual meetings available, location independent.
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Who do we serve
Investing in Today’s Market
“Most people overestimate what they can do in one year and underestimate what they can do in ten years.” ― Bill Gates
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